Terry Smith - Fundsmith
As of Q1 2026, this manager reported 34 long-equity positions worth $12.83B in aggregate.
As of Q1 2026, Terry Smith's Fundsmith held 34 long-equity positions with a reported value of $12.83B.
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Updated 2026-05-07 from SEC 13F data.
Live quotes available for 37 of 37 rows. Rows without a quote are marked unavailable.
| 1 | WAT | WATERS CORP | 7.90% | Reduce -10.1% | 3,557,978 | $1.35B | $379.83 | |
| 2 | SYK | STRYKER CORPORATION | 7.57% | Reduce -19.7% | 3,687,511 | $1.3B | $351.47 | |
| 3 | IDXX | IDEXX LABS INC | 7.42% | Reduce -28.1% | 1,876,035 | $1.27B | $676.53 | |
| 4 | V | VISA INC | 7.24% | Reduce -8.3% | 3,534,684 | $1.24B | $350.71 | |
| 5 | MAR | MARRIOTT INTL INC NEW | 7.21% | Reduce -5.9% | 3,979,927 | $1.23B | $310.24 | |
| 6 | GOOGL | ALPHABET INC | 6.40% | Reduce -44.4% | 3,498,519 | $1.1B | $313.00 | |
| 7 | ADP | AUTOMATIC DATA PROCESSING IN | 6.28% | Reduce -3.1% | 4,177,969 | $1.07B | $257.23 | |
| 8 | MSFT | MICROSOFT CORP | 5.88% | Reduce -19.5% | 2,079,971 | $1.01B | $483.62 | |
| 9 | PM | PHILIP MORRIS INTL INC | 5.74% | Reduce -14.8% | 6,124,597 | $982.39M | $160.40 | |
| 10 | META | META PLATFORMS INC | 5.26% | Reduce -12.5% | 1,363,539 | $900.06M | $660.09 | |
| 11 | MTD | METTLER TOLEDO INTERNATIONAL | 4.73% | Reduce -1.7% | 580,507 | $809.34M | $1394.19 | |
| 12 | PG | PROCTER AND GAMBLE CO | 3.56% | Reduce -7.2% | 4,248,048 | $608.79M | $143.31 | |
| 13 | CHD | CHURCH AND DWIGHT CO INC | 3.30% | Reduce -1.0% | 6,728,404 | $564.18M | $83.85 | |
| 14 | FTNT | FORTINET INC | 3.02% | Reduce -22.6% | 6,516,011 | $517.44M | $79.41 | |
| 15 | ZTS | ZOETIS INC | 2.87% | Add +7.9% | 3,900,803 | $490.8M | $125.82 | |
| 16 | TXN | TEXAS INSTRS INC | 2.66% | Reduce -3.6% | 2,623,552 | $455.16M | $173.49 | |
| 17 | INTU | INTUIT | 2.42% | Add +3.5% | 625,619 | $414.42M | $662.42 | |
| 18 | NKE | NIKE INC | 2.15% | Reduce -5.9% | 5,770,181 | $367.62M | $63.71 | |
| 19 | OTIS | OTIS WORLDWIDE CORP | 1.59% | Reduce -46.5% | 3,112,380 | $271.87M | $87.35 | |
| 20 | MSCI | MSCI INC | 0.56% | - | 166,619 | $95.59M | $573.73 | |
| 21 | ROL | ROLLINS INC | 0.52% | - | 1,478,629 | $88.75M | $60.02 | |
| 22 | QLYS | QUALYS INC | 0.50% | Reduce -25.6% | 647,806 | $86.09M | $132.90 | |
| 23 | PAYC | PAYCOM SOFTWARE INC | 0.49% | - | 523,433 | $83.41M | $159.36 | |
| 24 | ODD | ODDITY TECH LTD | 0.49% | Add +46.4% | 2,074,167 | $83.34M | $40.18 | |
| 25 | CPRX | CATALYST PHARMACEUTICALS INC | 0.46% | - | 3,363,807 | $78.51M | $23.34 | |
| 26 | NSSC | NAPCO SEC TECHNOLOGIES INC | 0.43% | - | 1,779,857 | $74.22M | $41.70 | |
| 27 | DOCS | DOXIMITY INC | 0.43% | Add +21.7% | 1,650,002 | $73.06M | $44.28 | |
| 28 | NTNX | NUTANIX INC | 0.42% | New | 1,377,158 | $71.19M | $51.69 | |
| 29 | VRT | VERTIV HOLDINGS CO | 0.39% | Reduce -30.5% | 410,944 | $66.58M | $162.01 | |
| 30 | VRSN | VERISIGN INC | 0.38% | - | 270,634 | $65.75M | $242.95 | |
| 31 | CLX | CLOROX CO DEL | 0.36% | - | 613,497 | $61.86M | $100.83 | |
| 32 | MANH | MANHATTAN ASSOCIATES INC | 0.29% | - | 288,332 | $49.97M | $173.31 | |
| 33 | GGG | GRACO INC | 0.28% | Reduce -35.7% | 579,016 | $47.46M | $81.97 | |
| 34 | MEDP | MEDPACE HLDGS INC | 0.27% | Reduce -35.3% | 82,567 | $46.37M | $561.65 | |
| 35 | ADMA | ADMA BIOLOGICS INC | 0.22% | New | 2,102,054 | $38.34M | $18.24 | |
| 36 | SABR | SABRE CORP | 0.17% | - | 21,499,095 | $29.24M | $1.36 | |
| 37 | HD | HOME DEPOT INC | 0.16% | Reduce -5.5% | 80,206 | $27.6M | $344.10 |